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Salesforce

Salesforce.com is a customer relationship management platform that gives all company departments (marketing, sales, commerce, and service) a single, shared view of every customer. Once Salesforce is integrated with Docupace, company employees are able to see from within the Salesforce interface those documents and work items, that are being processed in the Docupace system, as well as open Docupace to create new client records and client accounts for ongoing business.

Relevant abbreviations:

  • SFDC stands for Salesforce(.)DotCom

  • SFDX stands for Salesforce Developer Experience

  • Salesforce Sales Cloud (also Salesforce Enterprise Edition) is the overall cloud-based solution that can be used for any industry.

  • FSC stands for Financial Services Cloud - it is a Sales Cloud solution customized for the Financial industry that includes industry-specific data models, processes, and capabilities.

  • Salesforce Lightning is a component-based framework for Salesforce app development. It gives an improved user experience, compared to the original Salesforce Classic UI.